Broadcom Inc.
AVGO- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001730168
In the last 90 days, Broadcom Inc. insiders filed 0 open-market purchases and 4 sales; 4,855 institutions reported holding it in 13F filings for Q2 2026, worth $1.40T in total; 7 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q2 2023
Institutional positions in Broadcom Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,393
- +208 vs. Q1 2023
- Shares held
- 332.2M
- −41.0M (−11.0%) vs. Q1 2023
- Total value
- $287.4B
- +$72.7B (+33.8%) vs. Q1 2023
- New holders
- 300
- 808 more added
- Sold out
- 92
- 1,061 more reduced
23 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVGO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,855 | $1.40T |
| Q1 2026 | 4,706 | $1.12T |
| Q4 2025 | 4,729 | $1.27T |
| Q3 2025 | 4,295 | $1.17T |
| Q2 2025 | 4,090 | $996.4B |
| Q1 2025 | 3,825 | $597.5B |
| Q4 2024 | 3,918 | $828.2B |
| Q3 2024 | 3,417 | $605.9B |
| Q2 2024 | 3,279 | $561.2B |
| Q1 2024 | 3,070 | $469.0B |
| Q4 2023 | 2,878 | $398.6B |
| Q3 2023 | 2,465 | $277.0B |
| Q2 2023 | 2,393 | $287.4B |
| Q1 2023 | 2,208 | $214.8B |
| Q4 2022 | 2,145 | $189.1B |
| Q3 2022 | 2,012 | $148.9B |
| Q2 2022 | 2,001 | $158.2B |
| Q1 2022 | 2,057 | $207.4B |
| Q4 2021 | 2,026 | $222.0B |
| Q3 2021 | 1,757 | $162.1B |
| Q2 2021 | 1,723 | $159.3B |
| Q1 2021 | 1,691 | $156.4B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Broadcom Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sargent Investment Group, LLC | 553 | $479.7K | 0.12% | +22+4.1% | Added |
| Cornerstone Wealth Management, LLC | 548 | $474.9K | 0.04% | −90−14.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 547 | $474.5K | 0.29% | −29−5.0% | Reduced |
| Investors Asset Management of Georgia Inc | 546 | $473.6K | 0.24% | 00.0% | Unchanged |
| Davidson Trust Co | 544 | $471.9K | 0.34% | +220+67.9% | Added |
| Thrive Wealth Management, LLC | 544 | $471.7K | 0.12% | +6+1.1% | Added |
| Prentice Wealth Management LLC | 542 | $470.1K | 0.21% | +6+1.1% | Added |
| Integrated Investment Consultants, LLC | 542 | $470.1K | 0.15% | +20+3.8% | Added |
| Sage Private Wealth Group, LLC | 540 | $468.5K | 0.64% | +1+0.2% | Added |
| Dantai Capital Ltd | 540 | $468.4K | 0.75% | +540 | New |
| Greenwood Gearhart Inc | 538 | $466.7K | 0.05% | +100+22.8% | Added |
| Aft, Forsyth & Company, Inc. | 537 | $465.8K | 0.33% | +220+69.4% | Added |
| Capital CS Group, LLC | 534 | $463.2K | 0.47% | +16+3.1% | Added |
| Corundum Group, Inc. | 532 | $461.5K | 0.23% | 00.0% | Unchanged |
| Accel Wealth Management | 532 | $461.5K | 0.25% | +128+31.7% | Added |
| Samalin Investment Counsel, LLC | 532 | $461.2K | 0.25% | +4+0.8% | Added |
| Machina Capital S.A.S. | 530 | $459.7K | 0.26% | −1,391−72.4% | Reduced |
| Colonial Trust Co | 529 | $459.2K | 0.11% | −84−13.7% | Reduced |
| Hoxton Planning & Management, LLC | 528 | $458.0K | 0.28% | −31−5.5% | Reduced |
| Revolve Wealth Partners, LLC | 527 | $457.2K | 0.11% | +85+19.2% | Added |
| Core Wealth Partners LLC | 524 | $454.5K | 0.42% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 524 | $454.5K | 0.06% | −97−15.6% | Reduced |
| Barings LLC | 524 | $454.5K | 0.02% | +130+33.0% | Added |
| Rock Creek Group, LP | 522 | $452.8K | 0.07% | −373−41.7% | Reduced |
| Rosenberg Matthew Hamilton | 521 | $451.9K | 0.15% | −10−1.9% | Reduced |
| Mairs & Power Inc | 519 | $450.2K | 0.00% | +14+2.8% | Added |
| Seven Mile Advisory | 519 | $450.2K | 0.52% | +519 | New |
| Per Stirling Capital Management, LLC. | 519 | $450.1K | 0.09% | −29−5.3% | Reduced |
| Berkeley Capital Partners, LLC | 517 | $448.5K | 0.16% | −55−9.6% | Reduced |
| American Trust | 515 | $446.7K | 0.03% | −113−18.0% | Reduced |
| Univest Financial Corp | 514 | $445.9K | 0.13% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 513 | $445.0K | 0.04% | +13+2.6% | Added |
| WMG Financial Advisors, LLC | 513 | $445.0K | 0.33% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 510 | $442.4K | 0.72% | −145−22.1% | Reduced |
| GTS Securities LLC | 510 | $442.4K | 0.01% | +510 | New |
| Capital Advisors, Ltd. LLC | 510 | $442.0K | 0.07% | +157+44.5% | Added |
| Athena Investment Management | 509 | $441.5K | 0.30% | −19−3.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 506 | $439.3K | 0.11% | +20+4.1% | Added |
| Peak Asset Management, LLC | 506 | $438.9K | 0.10% | 00.0% | Unchanged |
| LPWM LLC | 500 | $438.2K | 0.19% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 545 | $437.8K | 0.28% | 00.0% | Unchanged |
| Inceptionr LLC | 504 | $437.2K | 0.23% | +504 | New |
| Howland Capital Management LLC | 501 | $434.6K | 0.02% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 501 | $434.6K | 0.14% | +62+14.1% | Added |
| Sabal Trust CO | 501 | $434.6K | 0.03% | +161+47.4% | Added |
| Wealth Effects LLC | 500 | $434.1K | 0.19% | +500 | New |
| Pictet North America Advisors SA | 500 | $433.7K | 0.06% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 500 | $433.7K | 0.27% | +500 | New |
| K.J. Harrison & Partners Inc | 500 | $432.1K | 0.08% | +500 | New |
| Excalibur Management Corp | 497 | $431.1K | 0.22% | −62−11.1% | Reduced |
| Berkshire Bank | 497 | $431.1K | 0.12% | +21+4.4% | Added |
| Silicon Valley Capital Partners | 497 | $430.8K | 0.08% | −258−34.2% | Reduced |
| TBH Global Asset Management, LLC | 496 | $430.7K | 0.08% | +496 | New |
| Private Portfolio Partners LLC | 496 | $430.3K | 0.11% | −6−1.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 494 | $428.2K | 0.21% | +62+14.4% | Added |
| SPC Financial, Inc. | 491 | $425.9K | 0.05% | −73−12.9% | Reduced |
| TFB Advisors LLC | 490 | $425.0K | 0.19% | +18+3.8% | Added |
| Goldstone Financial Group, LLC | 490 | $425.0K | 0.13% | +28+6.1% | Added |
| Waddell & Associates, LLC | 489 | $424.2K | 0.06% | −125−20.4% | Reduced |
| Latitude Advisors, LLC | 487 | $422.2K | 0.29% | +487 | New |
| Verity Asset Management, Inc. | 484 | $419.8K | 0.31% | −25−4.9% | Reduced |
| L.M. Kohn & Company | 484 | $419.8K | 0.16% | +50+11.5% | Added |
| TRUE Private Wealth Advisors | 483 | $419.1K | 0.06% | −131−21.3% | Reduced |
| One + One Wealth Management, LLC | 482 | $418.1K | 0.27% | −63−11.6% | Reduced |
| Bell Bank | 482 | $418.1K | 0.04% | +482 | New |
| Callan Capital, LLC | 478 | $414.6K | 0.05% | −85−15.1% | Reduced |
| Mitchell Sinkler & Starr | 477 | $413.8K | 0.12% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 477 | $413.8K | 0.01% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 476 | $412.9K | 0.16% | +476 | New |
| Morris Retirement Advisors, LLC | 471 | $408.6K | 0.28% | −42−8.2% | Reduced |
| Affinity Wealth Management LLC | 470 | $407.7K | 0.09% | +19+4.2% | Added |
| Family Management Corp | 470 | $407.7K | 0.09% | +470 | New |
| Humankind Investments LLC | 469 | $406.8K | 0.16% | +469 | New |
| Koss-Olinger Consulting, LLC | 469 | $406.0K | 0.05% | −28−5.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 468 | $406.0K | 0.04% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 467 | $405.1K | 0.19% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 466 | $404.8K | 0.44% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 467 | $404.8K | 0.19% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 465 | $403.4K | 0.22% | −1,820−79.6% | Reduced |
| Seed Wealth Management, Inc. | 463 | $401.6K | 0.43% | 00.0% | Unchanged |
| VeraBank, N.A. | 462 | $400.8K | 0.15% | +20+4.5% | Added |
| Financial Architects, Inc | 462 | $400.6K | 0.06% | +10+2.2% | Added |
| First National Bank of Omaha | 460 | $399.0K | 0.02% | −68−12.9% | Reduced |
| Marino, Stram & Associates LLC | 460 | $398.9K | 0.11% | +7+1.5% | Added |
| Kolinsky Wealth Management, LLC | 461 | $397.6K | 0.38% | +29+6.7% | Added |
| Wealth Management Solutions, LLC | 458 | $397.2K | 0.26% | −213−31.7% | Reduced |
| MSH Capital Advisors LLC | 457 | $396.5K | 0.15% | +99+27.7% | Added |
| Frank, Rimerman Advisors LLC | 457 | $396.4K | 0.09% | −149−24.6% | Reduced |
| Resurgent Financial Advisors LLC | 457 | $396.4K | 0.26% | −12−2.6% | Reduced |
| Asset Allocation & Management Company, LLC | 457 | $396.0K | 0.16% | −1,390−75.3% | Reduced |
| Fulcrum Capital LLC | 456 | $395.5K | 0.10% | −36−7.3% | Reduced |
| Selway Asset Management | 455 | $394.7K | 0.17% | −4,275−90.4% | Reduced |
| Pensionmark Financial Group, LLC | 454 | $394.0K | 0.08% | +121+36.3% | Added |
| Saranac Partners Ltd | 452 | $392.1K | 0.21% | −263−36.8% | Reduced |
| Laird Norton Trust Company, LLC | 452 | $392.1K | 0.05% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 450 | $390.5K | 0.12% | −216−32.4% | Reduced |
| TNF LLC | 449 | $389.6K | 0.17% | 00.0% | Unchanged |
| Core Alternative Capital | 448 | $388.8K | 0.06% | −208−31.7% | Reduced |
| Intergy Private Wealth, LLC | 447 | $387.7K | 0.19% | −21−4.5% | Reduced |
| Secure Asset Management, LLC | 446 | $387.2K | 0.12% | −11−2.4% | Reduced |